Phase F: Customer/Vendor Statements, Payment Terms Parser, Tax Rates

F1: GetCustomerStatementAsync/GetVendorStatementAsync on IFinancialReportService;
    StatementLineDto; CustomerStatementDto/VendorStatementDto; Statement action on
    CustomersController + VendorsController; Statement views + PDF download via
    StatementPdfHelper (QuestPDF); Statement button on Customer/Vendor Details pages.

F2: PaymentTermsParser static helper (CalculateDueDate, ParseEarlyPaymentDiscount);
    EarlyPaymentDiscountPercent/Days on Invoice entity; GetCustomerPaymentTerms AJAX
    endpoint on InvoicesController auto-populates Terms + due date on customer select;
    early payment discount notice on Invoice Create.

F3: TaxRate entity (Name/Rate/State/IsDefault/IsActive, tenant-filtered);
    IUnitOfWork.TaxRates + UnitOfWork + ApplicationDbContext; TaxRatesController
    (Index/Create/Edit/Delete/ToggleActive, CompanyAdminOnly); GetTaxRateForCustomer
    AJAX endpoint; Tax Rates in Settings gear menu.

Also fixes AddVendorCredits migration: VendorCreditApplications FKs changed from
CASCADE to NoAction to resolve SQL Server error 1785 (multiple cascade paths).
Migration: AddPaymentTermsAndTaxRates applied locally; 200/200 unit tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-10 10:55:22 -04:00
parent 1229081436
commit d3a5d827f9
27 changed files with 11492 additions and 12 deletions
@@ -7,9 +7,11 @@ using Microsoft.AspNetCore.Mvc.Rendering;
using Microsoft.EntityFrameworkCore;
using PowderCoating.Application.DTOs.Common;
using PowderCoating.Application.DTOs.Vendor;
using PowderCoating.Application.Interfaces;
using PowderCoating.Core.Entities;
using PowderCoating.Core.Enums;
using PowderCoating.Core.Interfaces;
using PowderCoating.Web.Helpers;
namespace PowderCoating.Web.Controllers;
@@ -27,17 +29,23 @@ public class VendorsController : Controller
private readonly IMapper _mapper;
private readonly UserManager<ApplicationUser> _userManager;
private readonly ILogger<VendorsController> _logger;
private readonly IFinancialReportService _financialReports;
private readonly ITenantContext _tenantContext;
public VendorsController(
IUnitOfWork unitOfWork,
IMapper mapper,
UserManager<ApplicationUser> userManager,
ILogger<VendorsController> logger)
ILogger<VendorsController> logger,
IFinancialReportService financialReports,
ITenantContext tenantContext)
{
_unitOfWork = unitOfWork;
_mapper = mapper;
_userManager = userManager;
_logger = logger;
_financialReports = financialReports;
_tenantContext = tenantContext;
}
/// <summary>
@@ -377,6 +385,29 @@ public class VendorsController : Controller
/// <summary>
/// Populates <c>ViewBag.ExpenseAccounts</c> with active Expense, Cost of Goods, and Asset accounts
/// <summary>
/// Displays or downloads a dated activity statement for a vendor.
/// </summary>
[HttpGet]
public async Task<IActionResult> Statement(int id, DateTime? from, DateTime? to, bool pdf = false)
{
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
var fromDate = from ?? new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1);
var toDate = to ?? DateTime.Today;
var dto = await _financialReports.GetVendorStatementAsync(companyId, id, fromDate, toDate);
if (pdf)
{
var bytes = StatementPdfHelper.Generate(
dto.VendorName, dto.CompanyName, null,
dto.From, dto.To, dto.OpeningBalance, dto.Lines, dto.ClosingBalance, isVendor: true);
return File(bytes, "application/pdf", $"Statement-{dto.VendorName}-{toDate:yyyyMMdd}.pdf");
}
return View(dto);
}
/// for the vendor's default expense account dropdown. All three account types are included because
/// vendor bills can legitimately be coded to COGS (powder, materials) or asset accounts (equipment
/// purchases) in addition to regular operating expenses. A "— None —" placeholder is prepended so